| As of Date | 11/05/2026 |
| Registration | SEC, 120-Day Approval, 07/08/2026 |
| ADV Location | PASADENA, CA, United States |
| Contact Info | 213 xxxxxxx |
| Websites |
| AUM* | 975,460,255 |
| of that, discretionary | 943,204,201 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,503,068 |
| % High Net Worth | 86.67% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds